Q2 2014 Holdings
Filed 2014-07-16 | 214 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $472 | 2,395 | 0.0% |
| Ishares(IOO) | GLOBAL 100 ETF | 464287572 | $477 | 6,054 | 0.0% |
| Ishares(IWM) | RUSSELL 2000 ETF | 464287655 | $478 | 4,021 | 0.0% |
| Synovus Finl Corp(SYU1) | COM NEW | 87161C501 | $494 | 20,285 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $495 | 9,419 | 0.0% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $516 | 7,542 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $519 | 4,665 | 0.0% |
| Ishares(IJT) | SP SMCP600GR ETF | 464287887 | $535 | 4,427 | 0.0% |
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $546 | 4,994 | 0.0% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $548 | 6,120 | 0.0% |
| Ishares(IGSB) | 1-3 YR CR BD ETF | 464288646 | $559 | 5,288 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $563 | 11,620 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $565 | 13,583 | 0.0% |
| Ishares(IWD) | RUS 1000 VAL ETF | 464287598 | $567 | 5,594 | 0.0% |
| NOW Inc(DNOW) | COM | 67011P100 | $614 | 16,976 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $614 | 15,578 | 0.0% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $617 | 8,492 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $618 | 12,868 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $632 | 7,502 | 0.0% |
| American Rlty Cap Pptys Inc | COM | 02917T104 | $638 | 50,913 | 0.0% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $666 | 12,656 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $678 | 7,905 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $731 | 7,135 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $732 | 9,048 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $735 | 8,041 | 0.0% |
| National Grid PLC | SPON ADR NEW | 636274300 | $763 | 10,259 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $766 | 25,812 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $829 | 8,384 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $870 | 14,000 | 0.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $912 | 17,148 | 0.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $939 | 61,118 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.0K | 5,732 | 0.0% |
| Energy Transfer Prtnrs L P | UNIT LTD PARTN | 29273R109 | $1.0K | 18,048 | 0.0% |
| Ishares(IVW) | S&P 500 GRWT ETF | 464287309 | $1.1K | 10,752 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $1.2K | 31,462 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.2K | 29,323 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.3K | 26,192 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.3K | 13,054 | 0.0% |
| Ishares(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 15,307 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $1.6K | 43,272 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.6K | 51,408 | 0.0% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $1.6K | 28,872 | 0.0% |
| Ishares(IYY) | DOW JONES US ETF | 464287846 | $1.7K | 17,464 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.8K | 8,348 | 0.0% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $1.8K | 57,682 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $1.8K | 1,511 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $1.9K | 33,118 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.0K | 22,100 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.6K | 34,638 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.8K | 49,083 | 0.0% |